Price, volume & events
CloseVolumeFair-value rangeOverlay
Loading market history…
Drag to zoom · double-click to reset
- Last 2026-11-06
- A$0.052
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$107.8M
- EV
- A$88.8M
- Cash
- A$19M
- Debt
- A$0
7 newer ASX announcements not yet reflected in this valuation
- Quarterly Activities and Cashflow ReportLatest Four Activities Reports
- Proposed issue of securities - CUFPost Cash Checkpoint Security Event
- Application for quotation of securities - CUFPost Cash Checkpoint Security Event
- Application for quotation of securities - CUFPost Cash Checkpoint Security Event
- Proposed issue of securities - CUFPost Cash Checkpoint Security Event
- Corporate PresentationLatest Operating Presentation
- Strategic Consolidation of 100% Ownership of Tennant CreekMaterial Corporate Transaction
Investment view
Rating locked: sign in to view
Investment view
Our rating, thesis and what the price implies are available to subscribers.
Sign in or enter a guest codeAnnouncements
Latest 12 of 24All sources ▸- Quarterly Activities and Cashflow ReportResults
- Application for quotation of securities - CUFCorporate Action
- Application for quotation of securities - CUFCorporate Action
- Application for quotation of securities - CUFCorporate Action
- Gecko Mineral Resource UpdateResource Update
- Application for quotation of securities - CUFCorporate Action
- Application for quotation of securities - CUFCorporate Action
- Application for quotation of securities - CUFCorporate Action
- Orlando Copper-Gold Scoping Study ExpandedStudy
- Quarterly Activities and Cashflow ReportResults
- Orlando Mineral Resource Estimate UpdateResource Update
- Corporate PresentationPresentation
Event calendar · next 12 months
5 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| September 2026 quarter | Alliance shared-plant engineering cost estimate | Study | Company Guided | High | Could change project scope, development probability or financing terms. |
| September 2026 quarter | West Arunta field sample assays | Exploration | Company Guided | Medium | Could change project scope, development probability or financing terms. |
| Upcoming months, analyst window | Combined Orlando and Gecko scoping update | Study | Company Guided | High | Could change project scope, development probability or financing terms. |
| By 30 November 2026 subject to Helix approval | Conditional Nullagine package settlement | Transaction | Company Guided | Medium | Could change project scope, development probability or financing terms. |
| First half of FY2027 | Tennant Creek resource and technical drilling | Exploration | Company Guided | High | Could change project scope, development probability or financing terms. |
Executive roster
As of 2026-09-26Background checks ▸FY2026 annual corporate directory dated 2 September identifies executive chair, executive director and joint company secretaries; no named CEO or further senior executive disclosed.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Antony Sage | Executive Chairman | Executive Director | — | Annual Report 2026 |
| Mark Hancock | Executive Director | Executive Director | — | Annual Report 2026 · Quarterly Activities and Cashflow Report |
| Catherine Grant-Edwards | Joint Company Secretary | Company Secretary | — | Annual Report 2026 |
| Melissa Chapman | Joint Company Secretary | Company Secretary | — | Annual Report 2026 |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Orlando copper-gold-bismuth
Australia
Scoping Study Developer55% ownedCopperGoldOthersSilver
55% held by CuFe Tennant Creek Pty Ltd, with Gecko Mining Company Pty Ltd holding 45%; scoping study only, with no ore reserve or committed finance.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Published study economicsIssuer or study metrics
NPVA$705M7% discount
IRR111%Published return
Initial capexA$141MPublished capital estimate
Operating cost790,000,000AUD life-of-mine
100% project, pre-tax scoping case; CuFe owns 55%. Excludes financing and stage-risk discount.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated | 4.9M tonnes | 1.12% Cu; 1.85 g/t Au | Copper · Gold · Others · Silver | 2026-03-18 |
| Mineral Resource | Inferred | 735K tonnes | 1.07% Cu; 0.96 g/t Au | Copper · Gold · Others · Silver | 2026-03-18 |
| Mineral Resource | Total Indicated and Inferred | 5.7M tonnes | 1.11% Cu; 1.73 g/t Au | Copper · Gold · Others · Silver | 2026-03-18 |
Tenements3
Milestones1
- Drilling and engineering programme
Pending · High materiality
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| AAPA heritage certificates | Northern Territory, Australia | Granted | — | No |
| Development environmental and mining approvals | Northern Territory, Australia | Pending | — | Yes |
Economic studies2
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Open-pit scoping study | Scoping Study | Superseded | 2025-07-29 | Initial open-pit cutback study. |
| Expanded open-pit and underground scoping study | Scoping Study | Current | 2026-05-06 | 100% pre-tax NPV7 of A$705m; six-year production target, with 12% Inferred tonnes. |
Core asset
Gecko copper-gold-bismuth
Australia
Resource Stage55% ownedCopperGoldOthersSilver
55% CuFe JV interest. Updated 2026 resource enables study work but there is no published Gecko economic study or reserve.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated | 11.7M tonnes | 1.91% Cu; 0.33 g/t Au | Copper · Gold · Others · Silver | 2026-06-18 |
| Mineral Resource | Inferred | 6M tonnes | 1.95% Cu; 0.53 g/t Au | Copper · Gold · Others · Silver | 2026-06-18 |
| Mineral Resource | Total Indicated and Inferred | 17.8M tonnes | 1.92% Cu; 0.40 g/t Au | Copper · Gold · Others · Silver | 2026-06-18 |
Tenements3
Milestones1
- Combined Gecko and Orlando study update
Pending · High materiality
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| AAPA heritage certificates | Northern Territory, Australia | Granted | — | No |
| Development permits | Northern Territory, Australia | Required | — | Yes |
Material
Yarram iron ore
Australia
Resource Stage50% ownedIron Ore
50% interest in Gold Valley Iron and Manganese Pty Ltd's iron rights; Captain Morgan low-grade product concept is being assessed.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Inferred | 12.7M tonnes | 55.41% Fe at 48% Fe cut-off | Iron Ore | 2023-02-28 |
Tenements3
Milestones1
- Captain Morgan low-grade concept study
Pending · Medium materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Environmental and heritage approvals | Northern Territory, Australia | Required | — | Yes |
Other
West Arunta niobium-copper exploration
Australia
Early Explorer100% ownedOthersCopper
Ground sampling completed; laboratory assay results pending as of the June-quarter release.
Milestones1
- West Arunta rock-chip and soil assay results
Pending · Medium materiality
Other
North Dam gold exploration
Australia
Early Explorer100% ownedGold
No work reported in June quarter.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Other
Pilbara gold and Tambourah
Australia
Early Explorer100% ownedGold
Nullagine tenement package is subject to a conditional sale to Helix; other Pilbara applications and heritage agreement remain under consideration.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Other
Bryah Basin interests
Australia
Early Explorer20% ownedCopperGoldIron Ore
20% free-carried rights to decision to mine over several JV tenements; no significant operator activity in June quarter.
Other
Camp Creek exploration
Australia
Early Explorer100% ownedIron Ore
No work reported in June quarter.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Tenements1
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
Near-term study programme financed at recent burn; mine construction funding remains uncommitted. A$0.557m trade payables and A$4.909m remaining Tennant sole-funding commitment require attention.
Capital structure
Ownership and dilution
- Ordinary shares
- 2.1B
- Fully diluted
- 2.4B
30 June 2026: 2,065,298,398 shares; 8,166,667 performance-right conversions on 8 July and 144,000 option exercises on 23 July bring issued shares to 2,073,609,065, confirmed by the 7 August register. Fully diluted adds remaining options and rights without speculative exercise cash.
Security classes6
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| ASX CUF ordinary shares | Ordinary Share | 2.1B | — | — |
| CUFO listed options | Option | 132M | A$0.025 | 2027-06-13 |
| Unlisted placement options | Option | 158.8M | A$0.05 | 2027-11-30 |
| Unlisted director options | Option | 20M | A$0.009 | 2026-11-27 |
| Unlisted director options | Option | 10M | A$0.057 | 2027-11-26 |
| Performance rights, conditional vesting | Performance Right | 20M | — | — |
KPI history
Operating metrics
Operating metric source table2
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Free Cash Flow | Company | June 2026 quarter | Quarter | -1,273,000 AUD operating cash flow proxy | Reported |
| Other | Company | FY2026 | Year | -5,137,006 AUD consolidated net loss | Reported |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-05-22 | Raising | A$15.4M | 307M | — | Completed | — |
| 2025-10-20Ann. 2025-10-15 | Raising | A$5.4M | 317.6M | — | Completed | — |
Contracts and ownership
Material economic arrangements These are deals that can affect sales, costs, funding or ownership. An arrangement marked “Included in valuation” may already be built into a project estimate or the bridge to shareholder value. A separate amount is shown only when one can be estimated; do not add it again.
FY2026 annual report baseline reconciled through September conditional Nullagine sale. Tennant sole funding, Yarram DTM payment and Bryah free carries disclosed; no live executed offtake, tolling or hedge terms identified.
CuFe receives 55% of Tennant Creek cash flows but must sole fund the initial A$10m JV spend; A$4.909m remained at 30 June 2026 before the 45% partner begins to contribute.
Joint Venture · Active- Counterparties
- Gecko Mining Company Pty Ltd / Gold Valley Group
- Applies to
- Orlando copper-gold-bismuth · Gecko copper-gold-bismuth · Copper · Gold · Others · Silver
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- CuFe interest: 55 %
JV partner interest: 45 %
Initial CuFe sole funding cap: 10,000,000 AUD
Sole funding remaining: 4,909,278 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
CuFe holds 50% of Yarram iron rights and owes A$1m in cash or shares to Gold Valley on a decision to mine; the option valuation is net of this conditional payment.
Joint Venture · Active- Counterparties
- Gold Valley Iron and Manganese Pty Ltd / Gold Valley Group
- Applies to
- Yarram iron ore · Iron Ore
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- CuFe economic interest: 50 %
Decision-to-mine payment: 1,000,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
Tennant Creek Copper Alliance investigates a shared multi-user plant with A$600k government grants to be matched by members; binding plant capex and throughput allocations are not disclosed.
Strategic Partnership · Active- Counterparties
- Emmerson Resources · Tennant Minerals
- Applies to
- Orlando copper-gold-bismuth · Gecko copper-gold-bismuth · Copper · Gold · Others
- Economic direction
- Mixed
- Period
- From 2025-12-19; no end date stated
- Key terms
- CuFe alliance company equity: 33.33 %
Aggregate grant funding: 600,000 AUD
Member matching commitment: match grant funding
How it affects our valuation
No valuation treatment is available for this arrangement.
Jackson Minerals has a 20% interest free carried to decision to mine across relevant Bryah JV tenements; no operator activity was material in the June quarter.
Free Carry · Active- Counterparties
- Catalyst Metals · Alchemy Resources · Auris Minerals
- Applies to
- Bryah Basin interests · Copper · Gold
- Economic direction
- Benefit
- Period
- Dates not stated
- Key terms
- CuFe rights: 20 %
Free carry end point: decision to mine
How it affects our valuation
No valuation treatment is available for this arrangement.
Conditional Nullagine gold tenement sale to Helix for A$50,000 cash and A$200,000 Helix shares; CuFe retains a 1% NSR if settled. Shareholder approval is outstanding.
Other · Conditional- Counterparties
- Helix Resources Limited
- Applies to
- Pilbara gold and Tambourah · Gold
- Economic direction
- Benefit
- Period
- 2026-09-15 to 2026-11-30
- Key terms
- Cash consideration: 50,000 AUD
Helix share consideration: 200,000 AUD
Retained NSR: 1 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Former 2% Crossroads royalty sold for A$4m in November 2024; no remaining future royalty receipt is valued.
Royalty · Terminated- Counterparties
- Northern Star
- Applies to
- Company-wide · Gold
- Economic direction
- Benefit
- Period
- Through 2024-11-20; start date not stated
- Key terms
- Sale proceeds: 4,000,000 AUD
How it affects our valuation
This arrangement has ended; no current valuation treatment is required.
JWD mining rights disposed of in November 2024; residual creditors settled by June 2026.
Other · Terminated- Counterparties
- Newcam Minerals
- Applies to
- Company-wide · Iron Ore
- Economic direction
- Mixed
- Period
- 2024-11-01 to 2024-11-01
- Key terms
- Sale proceeds: 12,000,000 AUD
How it affects our valuation
This arrangement has ended; no current valuation treatment is required.
Intrinsic value
Valuation
Valuation
Bear, base and bull values, investment cases, project valuations and the equity bridge are available to subscribers.
Sign in or enter a guest codeResource-price transmission
Sensitivity lab
Sensitivity lab
How our fair value responds to commodity prices and other drivers is available to subscribers.
Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
Evidence is limited to the issuer’s disclosed roster and selected filings. The available material does not support a complete assessment of each executive’s professional record; individual reports state specific gaps.
Decision-relevant facts
Material summary
Antony Sage
Executive Chairman
LegalIssuer Reported · Medium materiality
Cape Lambert ATO assessment settled without admission
During Sage’s tenure as Cape Lambert executive chairman, the company disclosed an amended ATO assessment of approximately A$95.8 million, including tax, penalties and interest; its objection was disallowed in February 2014. The company reported an out-of-court settlement in July 2014 for a final payment of A$2.465 million, on a without-admission basis, in full and final resolution. This was a corporate tax dispute and the settlement did not establish personal liability or wrongdoing by Sage.
Role overlaps event; causation unproven · The filings directly link the dispute to Cape Lambert during Sage’s executive chair tenure, but do not assign personal conduct or liability to him.
Quarterly Activities Report and Cape Lambert tax settlement · Tax note; amended assessment, objection and settlement
LegalDocumented · Medium materiality
AFP search/seizure and privilege litigation; underlying allegations unresolved in reviewed judgment
In a 2021 privilege/access judgment, the Federal Court described AFP warrants executed in 2012 as part of Operation Lemans and identified Antony Sage among clients whose material was seized. The judgment addressed access and legal professional privilege; it did not determine the truth of any underlying suspected offences. A secondary dossier surfaced allegations concerning bribery, secret commissions, insider trading and tax fraud, but this review did not locate a primary charging decision or final finding for Sage, so those allegations are not stated as established facts.
Individual involvement documented · The court record directly identifies Sage in relation to seized material but decides privilege/access issues only; it is not a finding of criminal conduct.
Okewood Pty Ltd v Commissioner of the Australian Federal Police (No 3) [2021] FCA 2 · [267] and following; Operation Lemans and named client; judgment scope
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- The reviewed Federal Court judgment addresses privilege and access, not the underlying Operation Lemans suspected conduct. This search did not establish whether any investigation ended in a charge, prosecution or formal closure; no inference of guilt or exoneration is supported.
Mark Hancock
Executive Director
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
Catherine Grant-Edwards
Joint Company Secretary
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
Melissa Chapman
Joint Company Secretary
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2025-09-17 · 1,346,574,865 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 15.12% | 203,667,341 | |
| 2 | 11.24% | 151,383,778 | |
| 3 | 6.79% | 91,425,000 | |
| 4 | 5.93% | 79,901,464 | |
| 5 | 3.80% | 51,200,000 | |
| 6 | 2.05% | 27,648,841 | |
| 7 | 1.96% | 26,335,039 | |
| 8 | 1.85% | 24,923,010 | |
| 9 | 1.79% | 24,097,206 | |
| 10 | 1.39% | 18,750,000 | |
| 11 | 1.33% | 17,913,868 | |
| 12 | 1.11% | 15,000,000 | |
| 13 | 1.11% | 14,915,554 | |
| 14 | 1.08% | 14,603,535 | |
| 15 | 1.00% | 13,405,955 | |
| 16 | 0.97% | 13,000,000 | |
| 17 | 0.93% | 12,500,000 | |
| 18 | 0.89% | 12,000,000 | |
| 19 | 0.74% | 10,000,000 | |
| 20 | 0.66% | 8,885,156 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 17.68%Voting power | 2026-07-17 | |
| 17.18%Voting power | 2026-08-27 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- No later ranked registered account table was located than 17 September 2025. Shares issued since then make those register percentages historical. Substantial-holder notices dated 8 September and 20 July 2026 are retained separately and were not summed with register rows.
Sources
- Annual Report 2025 — Twenty Largest Holders, CUFE Limited
CuFe Limited / ASX · Published 2025-09-30 · Accessed 2026-10-09
Dated registered account list. The same report distinguishes CUF ordinary shares from the separately listed CUFO options.
PDF p. 75, twenty largest ordinary shareholders as at 17 September 2025; total ordinary shares 1,346,574,865
- Change in substantial holding
CuFe Limited / ASX · Published 2026-09-08 · Accessed 2026-10-09
Gold Valley Iron Ore, Goldvalley Brown Stone, Gecko Mining, LSG Resources and Yuzheng Xie report aggregate 356,280,374 votes (17.18%).
Form 604 pp. 1 and 4, present voting power and Schedule A holdings to 27 August 2026
- Change in substantial holding from European Lithium
CuFe Limited / ASX · Published 2026-07-20 · Accessed 2026-10-09
European Lithium Ltd reports 366,665,328 ordinary shares and 17.68% voting power.
Form 604 pp. 1–2, present voting power and relevant interests as at 17 July 2026
Disclosed activity
Insider transactions
Trading activity14 buys · 0 sells shownNet cash last 12 months A$625.1kShow chartHide chart
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2025-11-07to 2026-04-16 | LSG Resources Pty Ltd
Details & evidence for LSG Resources Pty Ltd on 2025-11-07As disclosed: On-market acquisitions by LSG from 7 November 2025 to 16 April 2026.
substantial holder · Start not disclosed Change in substantial holding ↗ | PurchaseOrdinary fully paid shares | 4,094,402 | AUD 155,849.51 | AUD 0.038064Calculated average | 93,495,866 |
| 2025-11-17 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-17As disclosed: On market purchase; increased by 1,146,837 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 1,146,837 | AUD 49,887.41 | AUD 0.0435Disclosed price | — |
| 2025-11-14 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-14As disclosed: On market purchase; increased by 540,535 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 540,535 | AUD 22,161.94 | AUD 0.041Disclosed price | — |
| 2025-11-13 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-13As disclosed: On market purchase; increased by 1,978,057 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 1,978,057 | AUD 85,194.91 | AUD 0.04307Disclosed price | — |
| 2025-11-12 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-12As disclosed: On market purchase; increased by 1,888,609 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 1,888,609 | AUD 75,922.08 | AUD 0.0402Disclosed price | — |
| 2025-11-11 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-11As disclosed: On market purchase; increased by 58,618 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 58,618 | AUD 2,696.43 | AUD 0.046Disclosed price | — |
| 2025-11-10 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-10As disclosed: On market purchase; increased by 291,382 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 291,382 | AUD 13,403.57 | AUD 0.046Disclosed price | — |
| 2025-11-07 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-07As disclosed: On market purchase; increased by 51,751 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 51,751 | AUD 2,277.04 | AUD 0.044Disclosed price | — |
| 2025-11-06 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-06As disclosed: On market purchase; increased by 4,948,249 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 4,948,249 | AUD 217,722.96 | AUD 0.044Disclosed price | — |
| 2025-11-05 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-05As disclosed: On market purchase; increased by 8,551,459 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 8,551,459 | AUD 386,525.95 | AUD 0.0452Disclosed price | — |
| 2025-11-04 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-04As disclosed: On market purchase; increased by 258,561 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 258,561 | AUD 12,410.93 | AUD 0.048Disclosed price | — |
| 2025-11-03 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-03As disclosed: On market purchase; increased by 738,927 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 738,927 | AUD 35,468.50 | AUD 0.048Disclosed price | — |
| 2025-10-31 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-10-31As disclosed: On market purchase; increased by 1,815,512 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 1,815,512 | AUD 88,415.43 | AUD 0.0487Disclosed price | — |
| 2025-10-30 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-10-30As disclosed: On market purchase; increased by 2,686,413 fully paid ordinary shares.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | PurchaseOrdinary fully paid shares | 2,686,413 | AUD 133,783.37 | AUD 0.0498Disclosed price | — |
Disclosed holding observations4 dated positions
Initial, final and threshold notices describe positions; these are not counted as purchases or sales.
| Holding at | Person / group | Type / security | Quantity | Percentage |
|---|---|---|---|---|
| 2026-05-22 | Gold Valley Iron Ore Pty Ltd, Goldvalley Brown Stone Pty Ltd, Gecko Mining Company Pty Ltd, LSG Resources Pty Ltd and Yuzheng Xie (as named in the Form 604)
Details & evidence for Gold Valley Iron Ore Pty Ltd, Goldvalley Brown Stone Pty Ltd, Gecko Mining Company Pty Ltd, LSG Resources Pty Ltd and Yuzheng Xie (as named in the Form 604) on 2026-05-22Aggregate voting power reported for the named holder group; voting percentage fell after CUF share issuance dilution despite LSG’s purchases.
Gold Valley Iron Ore Pty Ltd · included in reported substantial-holder group Goldvalley Brown Stone Pty Ltd · included in reported substantial-holder group Gecko Mining Company Pty Ltd · included in reported substantial-holder group LSG Resources Pty Ltd · included in reported substantial-holder group Yuzheng Xie · included in reported substantial-holder group Change in substantial holding ↗ | FinalOrdinary fully paid shares | 416,391,742 | 20.34%Voting Power |
| 2025-11-17 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-11-17Share position after purchases itemised through 17 November 2025.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | FinalOrdinary fully paid shares | 217,000,316 | 12.79%Voting Power |
| 2025-10-31 | Gold Valley Iron Ore Pty Ltd, Goldvalley Brown Stone Pty Ltd, Gecko Mining Company Pty Ltd, LSG Resources Pty Ltd and Yuzheng Xie (as named in the Form 604)
Details & evidence for Gold Valley Iron Ore Pty Ltd, Goldvalley Brown Stone Pty Ltd, Gecko Mining Company Pty Ltd, LSG Resources Pty Ltd and Yuzheng Xie (as named in the Form 604) on 2025-10-31Aggregate voting power reported for the named holder group.
Gold Valley Iron Ore Pty Ltd · included in reported substantial-holder group Goldvalley Brown Stone Pty Ltd · included in reported substantial-holder group Gecko Mining Company Pty Ltd · included in reported substantial-holder group LSG Resources Pty Ltd · included in reported substantial-holder group Yuzheng Xie · included in reported substantial-holder group Change in substantial holding ↗ | InitialOrdinary fully paid shares | 412,297,340 | 24.60%Voting Power |
| 2025-10-30 | European Lithium Ltd
Details & evidence for European Lithium Ltd on 2025-10-30Share position and voting power at previous notice.
substantial holder · Start not disclosed Change in substantial holding from EUR ↗ | InitialOrdinary fully paid shares | 192,045,406 | 11.53%Voting Power |
The closest covered peers
Peer comparison
Peer comparison pending
No peer comparison has been saved for this company.
An on-demand analysis selects up to five closest peers and checks what their differences mean for independent fair value.
Narrative and provenance
Research & Sources
AI Analyst Report
The full analyst report, its figures and the broker-style PDF are available to subscribers and invited guests.
Sign in or enter a guest codeChronological evidenceSource-document inventory31 documents
CUF ASX ordinary share closeMarket Data · HighExtracted
Latest eligible local ASX ordinary-share close from the repository price database; market data provider via miners.collect_stock_prices.
- Document ID
- market_close_20260925
- Published UTC
- 2026-09-25T06:00:00Z
- Projects
- —
- Commodities
- —
Sale of Non-Core Tenement PackageTransaction · MediumExtracted
Issuer's conditional sale of Nullagine gold tenements to Helix with cash, shares and retained royalty.
- Document ID
- nullagine_sale26
- Published UTC
- 2026-09-14T22:29:00Z
- Projects
- pilbara
- Commodities
- gold
CUF ASX ordinary share close 2026-09-15Market Data · MediumExtracted
Eligible local ASX ordinary-share close used only to assess response around a later issuer filing; market data provider via miners.collect_stock_prices.
- Document ID
- market_close_20260915
- Published UTC
- 2026-09-15T06:00:00Z
- Projects
- —
- Commodities
- —
CUF ASX ordinary share close 2026-09-14Market Data · MediumExtracted
Eligible local ASX ordinary-share close used only to assess response around a later issuer filing; market data provider via miners.collect_stock_prices.
- Document ID
- market_close_20260914
- Published UTC
- 2026-09-14T06:00:00Z
- Projects
- —
- Commodities
- —
Annual Report 2026Results · HighExtracted
Audited FY2026 annual report including executive, audited cash, commitments and register details.
- Document ID
- annual26
- Published UTC
- 2026-09-02T00:53:00Z
- Projects
- orlando · gecko · yarram · bryah · pilbara
- Commodities
- copper · gold
CUF ASX ordinary share close 2026-09-02Market Data · MediumExtracted
Eligible local ASX ordinary-share close used only to assess response around a later issuer filing; market data provider via miners.collect_stock_prices.
- Document ID
- market_close_20260902
- Published UTC
- 2026-09-02T06:00:00Z
- Projects
- —
- Commodities
- —
CUF ASX ordinary share close 2026-09-01Market Data · MediumExtracted
Eligible local ASX ordinary-share close used only to assess response around a later issuer filing; market data provider via miners.collect_stock_prices.
- Document ID
- market_close_20260901
- Published UTC
- 2026-09-01T06:00:00Z
- Projects
- —
- Commodities
- —
Quarterly Activities and Cashflow ReportResults · HighExtracted
Issuer release reviewed in full. Quarterly Activities and Cashflow Report.
- Document ID
- june_quarter26
- Published UTC
- 2026-07-30T23:19:19Z
- Projects
- orlando · gecko · yarram · west_arunta
- Commodities
- copper · gold
Application for quotation of securities - CUFCorporate Action · MediumExtracted
Issuer release reviewed in full. Application for quotation of securities - CUF.
- Document ID
- options_quote_0723
- Published UTC
- 2026-07-23T05:42:27Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - CUFCorporate Action · MediumExtracted
Issuer release reviewed in full. Application for quotation of securities - CUF.
- Document ID
- rights_quote_0708
- Published UTC
- 2026-07-07T23:28:03Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - CUFCorporate Action · MediumExtracted
Issuer release reviewed in full. Application for quotation of securities - CUF.
- Document ID
- rights_quote_0629
- Published UTC
- 2026-06-29T07:06:42Z
- Projects
- —
- Commodities
- —
Gecko Mineral Resource UpdateResource Update · HighExtracted
Issuer release reviewed in full. Gecko Mineral Resource Update.
- Document ID
- gecko_resource26
- Published UTC
- 2026-06-17T23:07:33Z
- Projects
- gecko
- Commodities
- copper · gold
Application for quotation of securities - CUFCorporate Action · MediumExtracted
Issuer release reviewed in full. Application for quotation of securities - CUF.
- Document ID
- rights_quote_0615
- Published UTC
- 2026-06-15T01:56:40Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - CUFCorporate Action · MediumExtracted
Issuer release reviewed in full. Application for quotation of securities - CUF.
- Document ID
- rights_quote_0611
- Published UTC
- 2026-06-11T00:33:21Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - CUFCorporate Action · HighExtracted
Issuer release reviewed in full. Application for quotation of securities - CUF.
- Document ID
- placement_quote26
- Published UTC
- 2026-05-22T06:48:28Z
- Projects
- —
- Commodities
- —
Orlando Copper-Gold Scoping Study ExpandedStudy · HighExtracted
Issuer release reviewed in full. Orlando Copper-Gold Scoping Study Expanded.
- Document ID
- orlando_study26
- Published UTC
- 2026-05-05T23:17:41Z
- Projects
- orlando
- Commodities
- copper · gold
Quarterly Activities and Cashflow ReportResults · MediumExtracted
Issuer release reviewed in full. Quarterly Activities and Cashflow Report.
- Document ID
- march_quarter26
- Published UTC
- 2026-04-28T23:11:42Z
- Projects
- —
- Commodities
- —
Orlando Mineral Resource Estimate UpdateResource Update · HighExtracted
Issuer release reviewed in full. Orlando Mineral Resource Estimate Update.
- Document ID
- orlando_resource26
- Published UTC
- 2026-03-17T22:49:17Z
- Projects
- orlando
- Commodities
- copper · gold
Corporate PresentationPresentation · MediumExtracted
Issuer release reviewed in full. Corporate Presentation.
- Document ID
- presentation26
- Published UTC
- 2026-03-01T23:00:30Z
- Projects
- orlando · gecko · yarram · west_arunta
- Commodities
- copper · gold
Half Yearly Report and AccountsResults · HighExtracted
Issuer release reviewed in full. Half Yearly Report and Accounts.
- Document ID
- half26
- Published UTC
- 2026-02-20T01:46:12Z
- Projects
- orlando · gecko · yarram · west_arunta
- Commodities
- copper · gold
Quarterly Activities and Cashflow ReportResults · MediumExtracted
Issuer release reviewed in full. Quarterly Activities and Cashflow Report.
- Document ID
- dec_quarter25
- Published UTC
- 2026-01-29T22:31:04Z
- Projects
- —
- Commodities
- —
Orlando Mineral Resource Estimate UpdateResource Update · MediumExtracted
Issuer release reviewed in full. Orlando Mineral Resource Estimate Update.
- Document ID
- orlando_bismuth25
- Published UTC
- 2025-11-23T21:50:04Z
- Projects
- orlando
- Commodities
- copper · gold
Quarterly Activities and Cashflow ReportResults · MediumExtracted
Issuer release reviewed in full. Quarterly Activities and Cashflow Report.
- Document ID
- sept_quarter25
- Published UTC
- 2025-10-28T22:30:14Z
- Projects
- —
- Commodities
- —
Annual ReportResults · HighExtracted
Issuer release reviewed in full. Annual Report.
- Document ID
- annual25
- Published UTC
- 2025-09-30T04:48:39Z
- Projects
- orlando · gecko · yarram · west_arunta
- Commodities
- copper · gold
Scoping Study Highlights Potential of Tennant Creek ProjectStudy · MediumExtracted
Issuer release reviewed in full. Scoping Study Highlights Potential of Tennant Creek Project.
- Document ID
- orlando_study25
- Published UTC
- 2025-07-28T22:21:53Z
- Projects
- —
- Commodities
- —
Increase in Indicated Portion of Mineral Resource at OrlandoResource Update · MediumExtracted
Issuer release reviewed in full. Increase in Indicated Portion of Mineral Resource at Orlando.
- Document ID
- orlando_indicated_0717
- Published UTC
- 2025-07-17T03:41:52Z
- Projects
- orlando
- Commodities
- copper · gold
Increase in Indicated Portion of Mineral Resource at OrlandoResource Update · MediumExtracted
Issuer release reviewed in full. Increase in Indicated Portion of Mineral Resource at Orlando.
- Document ID
- orlando_indicated_0716
- Published UTC
- 2025-07-15T23:32:39Z
- Projects
- orlando
- Commodities
- copper · gold
Orlando Copper / Gold Mineral Resource Doubles (Re-release)Resource Update · MediumExtracted
Issuer release reviewed in full. Orlando Copper / Gold Mineral Resource Doubles (Re-release).
- Document ID
- orlando_resource_0203
- Published UTC
- 2025-02-03T06:50:02Z
- Projects
- orlando
- Commodities
- copper · gold
Orlando Copper / Gold Mineral Resource DoublesResource Update · MediumExtracted
Issuer release reviewed in full. Orlando Copper / Gold Mineral Resource Doubles.
- Document ID
- orlando_resource_0131
- Published UTC
- 2025-01-30T22:24:28Z
- Projects
- orlando
- Commodities
- copper · gold
Exploration and Resource Update (Re-release)Resource Update · MediumExtracted
Issuer release reviewed in full. Exploration and Resource Update (Re-release).
- Document ID
- resource_1108
- Published UTC
- 2024-11-08T06:38:21Z
- Projects
- —
- Commodities
- —
Exploration and Resource UpdateResource Update · MediumExtracted
Issuer release reviewed in full. Exploration and Resource Update.
- Document ID
- resource_1030
- Published UTC
- 2024-10-29T21:50:58Z
- Projects
- —
- Commodities
- —
Evidence facts76
ASX issuer disclosure: Quarterly Activities and Cashflow Report None
2026-07-3119035000 AUD
2026-06-301273000 AUD
2026-06-302065298398 shares
2026-06-30September 2026 quarter None
2026-07-31September 2026 quarter None
2026-07-312073609065 shares
2026-07-232073465065 shares
2026-07-082065298398 shares
2026-06-29ASX issuer disclosure: Gecko Mineral Resource Update None
2026-06-1823500000 tonnes
2026-06-1817773000 tonnes
2026-06-18341000 tonnes
2026-06-18227000 oz
2026-06-1866 %
2026-06-1871 %
2026-06-182055098398 shares
2026-06-152054598398 shares
2026-06-112046931731 shares
2026-05-22ASX issuer disclosure: Orlando Copper-Gold Scoping Study Expanded None
2026-05-06705000000 AUD
2026-05-06141000000 AUD
2026-05-0611100 USD/t
2026-05-063950 USD/oz
2026-05-0621000 USD/t
2026-05-0655 USD/oz
2026-05-062326000000 AUD
2026-05-06790000000 AUD
2026-05-06121000000 AUD
2026-05-0642771 tonnes
2026-05-06258368 oz
2026-05-0655 %
2026-05-06ASX issuer disclosure: Quarterly Activities and Cashflow Report None
2026-04-29ASX issuer disclosure: Orlando Mineral Resource Estimate Update None
2026-03-185678000 tonnes
2026-03-1863000 tonnes
2026-03-18317000 oz
2026-03-1887 %
2026-03-18ASX issuer disclosure: Corporate Presentation None
2026-03-02ASX issuer disclosure: Half Yearly Report and Accounts None
2026-02-205400000 AUD
2025-10-20CuFe, Emmerson Resources and Tennant Minerals each one-third None
2025-12-19ASX issuer disclosure: Quarterly Activities and Cashflow Report None
2026-01-30ASX issuer disclosure: Orlando Mineral Resource Estimate Update None
2025-11-24ASX issuer disclosure: Quarterly Activities and Cashflow Report None
2025-10-29ASX issuer disclosure: Annual Report None
2025-09-30Antony Sage; Mark Hancock; Catherine Grant-Edwards; Melissa Chapman None
2025-09-3012000000 AUD
2024-11-014000000 AUD
2024-11-20ASX issuer disclosure: Scoping Study Highlights Potential of Tennant Creek Project None
2025-07-29ASX issuer disclosure: Increase in Indicated Portion of Mineral Resource at Orlando None
2025-07-17ASX issuer disclosure: Increase in Indicated Portion of Mineral Resource at Orlando None
2025-07-16ASX issuer disclosure: Orlando Copper / Gold Mineral Resource Doubles (Re-release) None
2025-02-03ASX issuer disclosure: Orlando Copper / Gold Mineral Resource Doubles None
2025-01-31ASX issuer disclosure: Exploration and Resource Update (Re-release) None
2024-11-08ASX issuer disclosure: Exploration and Resource Update None
2024-10-300.053 AUD/share
2026-09-25536456 shares
2026-09-255137006 AUD
2026-06-3019034726 AUD
2026-06-304909278 AUD
2026-06-301000000 AUD
2026-06-3081.54 %
2026-08-07Antony Sage; Mark Hancock; Catherine Grant-Edwards; Melissa Chapman None
2026-09-0250000 AUD
2026-09-15200000 AUD
2026-09-151 %
2026-09-152026-11-30 None
2026-09-150.05 AUD/share
2026-09-011469489 shares
2026-09-010.05 AUD/share
2026-09-02495547 shares
2026-09-020.053 AUD/share
2026-09-14223625 shares
2026-09-140.053 AUD/share
2026-09-15113593 shares
2026-09-15Conflicts requiring judgment1
- 30 June 2026 cash precision
Quarterly Appendix 5B rounds to A$19.035m; audited annual report gives A$19,034,726. Use audited precision in equity bridge.